Love Your Pet Day: Estate Planning and Your Companion Animal
Did you know that February 20 marks National Love Your Pet Day each year? You might consider it the perfect occasion to ensure they will have the care they need into the future.
DetailsCan Money Buy Happiness? Actually, It Depends
Does having more money lead to greater happiness? The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural attitudes, and individual priorities.
DetailsMedicare Part A and B Costs to Rise Again in 2025
The Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board.
DetailsThe Great Wealth Transfer: Managing Your Inheritance Wisely
Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. It can also come with complexities that require careful planning and decision-making.
DetailsEntering and Leaving Medicare Advantage Plans
You generally must be enrolled in Medicare Parts A and Part B before you can enroll in a Medicare Advantage plan. To join a Medicare Advantage plan, contact the plan and ask if it is accepting new member enrollments or if it has a waiting list.
DetailsHonored to be Recognized by Best Law Firms in Three Areas
We are noted in the practice areas of Closely Held Companies and Family Business Law, Business Organizations, and Corporate Law
DetailsIRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.
DetailsEstate Planning Checklist: 5 Initial Steps You Can Take
Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.
DetailsYour Social Security Benefits for 2025: COLA Update
The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025.
DetailsI Don’t Need SSI or Medicaid. Why Get a Special Needs Trust?
There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid.
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